Shopify is an online e-commerce solution that lets you set up your own store, customize your display, manage customer orders and payments, and sell your products worldwide.
You can move data from Shopify to TalentLMS and vice versa to trigger automated actions on both platforms.
Here are some of the things you can do with your Zapier-enabled TalentLMS-Shopify integration:
A. Create a new TalentLMS user from a new Shopify customer
B. Create a new TalentLMS course from a new Shopify product
C. Add a TalentLMS user to a course with every new Shopify order
D. Create a new Shopify product from a new TalentLMS course
E. Create a new Shopify customer from a new TalentLMS user
A. Create a new TalentLMS user from a new Shopify customer
Step 1: Add a new customer to Shopify
Every time someone places an order with your Shopify store a new customer account is created for them automatically. However, you can always add someone to your customer list manually (e.g., create an account for someone to send them an invite). All you have to do is:
1. Sign in to your Shopify account and go to your Customers(1) page.
2. Click Add customer(2).
3. Type the new customer’s info in the respective fields.
4. Click Save customer to update your account.
Step 2: Create a “New customer” to “New user” Zap
To have new customers pulled from your Shopify account and registered as new TalentLMS users automatically, sign in to your Zapier account and follow these steps:
1. On your Zapier dashboard, click Make a Zap!
2. In the search field, type Shopify. On the search results click Shopify.
| Note: The first time you use an app you have to find it through the search function. After connecting with Zapier, a shortcut to the app is added right below the search field. |
3. From the Select Shopify Trigger list, choose New Customer and click Save + Continue.
4. On the Connect Shopify + Zapier page, click Connect. You will be directed to Shopify to install the Zapier App, Install the app, when you are directed back to Zapier, click Save + Continue.
5. On the Allow Zapier to access your Shopify Account? dialog box, type your Shopify domain and click Yes, continue.
6. Click Test to check your Shopify-Zapier connection and then, click Save + Continue to proceed.
7. On the Test Shopify page, click choose a sample or click Get More Samples to pull the info of your new Shopify customer. Click Continue to set up TalentLMS.
8. On the Almost finished page, click Your Zap currently lacks an Action. Then choose TalentLMS (you may need to search for this if you are not currently using TalentLMS in your Zapier)
9. From the Select TalentLMS Action list, choose New User and click Save + Continue.
10. On the Connect TalentLMS + Zapier page, click Connect.
11. On the Allow Zapier to access your TalentLMS Account? dialog box, type your TalentLMS domain and your API Key. Click Yes, continue.
12. Click Test to check your TalentLMS-Zapier connection. If it’s good, click Save + Continue.
13. On the Set up TalentLMS User page, click the list or the drop-down symbol on each field and choose the respective values from the retrieved Shopify or TalentLMS info (in some cases, you may have to type the info yourself).
Add the required user info (i.e., First Name, Last Name, Email Address, Login, and Password) and any of the optional ones you need.
Click Continue.
| Note: In the Login field, you can use a combination of the Shopify smart tags (e.g., {first_name}{last_name}).In the Password field, it’s best to assign a static value to each new user (instead of using the dynamic smart tags) and ask them to reset it themselves upon their first log-in. |
14. Click Send Test to TalentLMS to see your new Zap at work.
15. Sign in to your TalentLMS account and check if your new user has been imported from Shopify. If yes, click Finish.
16. Give your Zap a name (e.g., New Shopify user) and click the ON/OFF switch to turn it ON.
Once activated, your Zap checks your Shopify account for new customers every 15 minutes. If any, your Zap immediately adds them to your TalentLMS portal as new users.
B. Create a new TalentLMS course from a new Shopify product
Step 1: Add a new product to Shopify
A Shopify product is an individual item available for sale in a Shopify store. Shopify products can be either physical goods that you ship to customers or digital goods and services that customers download or use online. After integrating your Shopify store with your TalentLMS portal, your courses are displayed and sold as digital goods.
To create a new Shopify product just:
1. Go to your Products page from your Shopify dashboard.
2. Click Add product.
3. Give it a title and description, add one or more images to showcase it properly, and set a price for it.
4. Click Save to update your account.
| Note: Before you click Save, go to the Shipping section, and uncheck This is a physical product for your product to be registered as digital. |
Step 2: Create a “New product” to “New course” Zap
To have new products pulled from your Shopify account and registered as new TalentLMS courses automatically, sign in to your Zapier account and follow these steps:
1. On your Zapier dashboard, click Make a Zap!
2. Click Shopify.
3. On the Select Shopify Trigger list, click show less common options and choose New Product. Click Save + Continue.
4. On the Connect Shopify + Zapier page, click Test to check your Shopify-Zapier connection. If it’s good, click Save + Continue.
5. On the Test Shopify page, click choose a sample or click Get More Samples to pull the info of your new Shopify customer. Click Continue to set up TalentLMS.
6. On the Almost finished page, click Your Zap currently lacks an Action. Then choose TalentLMS (you may need to search for this if you are not currently using TalentLMS in your Zapier), then on the Choose an Action App page, click TalentLMS.
7. From the Select TalentLMS Action list, choose New Course and click Save + Continue.
8. On the Connect TalentLMS + Zapier page, click Test to check your TalentLMS-Zapier connection. If it’s good, click Save + Continue.
9. On the Set up TalentLMS Course page, click the list or the drop-down symbol on each field and choose the respective values from the retrieved Shopify or TalentLMS info (in some cases, you may have to type the info yourself).
Add the required course info (i.e., Course Name) and any of the optional ones you need (i.e., Creator Id, Category Id, Description, Code, and Time Limit).
Click Continue.
| Note: The product price is not included in the retrieved course info. Since Shopify handles customer payments, it’s best to leave the Price field blank. |
10. Click Send Test to TalentLMS to see your new Zap at work.
11. Sign in to your TalentLMS account and check if your new course has been imported from Shopify. If yes, click Finish.
12. Give your Zap a name (e.g., New Shopify product to new TalentLMS course) and click the ON/OFF switch to turn it ON.
Once activated, your Zap checks your Shopify account for new products every 15 minutes. If any, your Zap adds them to your TalentLMS portal as new courses.
C. Add a TalentLMS user to a course with every new Shopify order
To add a TalentLMS user to a TalentLMS course automatically every time they purchase that course through your Shopify store, sign in to your Zapier account and follow these steps:
1. On your Zapier dashboard, click Make a Zap!
2. Click Shopify.
3. On the Select Shopify Trigger list, click show less common options and choose New Paid Order. Click Save + Continue.
4. On the Connect Shopify + Zapier page, click Test to check your Shopify-Zapier connection. If it’s good, click Save + Continue.
5. On the Test Shopify page, click Pull in Samples to pull the info of your most recent Shopify order. Click Continue to set up TalentLMS.
6. On the Almost finished page, click Your Zap currently lacks an Action. Then choose TalentLMS (you may need to search for this if you are not currently using TalentLMS in your Zapier), then on the Choose an Action App page, click TalentLMS.
7. From the Select TalentLMS Action list, choose Add User to Course and click Save + Continue.
8. On the Connect TalentLMS + Zapier page, click Test to check your TalentLMS-Zapier connection. If it’s good, click Save + Continue.
9. On the Set up TalentLMS User to Course page, click the list or the drop-down symbol on each field and choose the respective values from the retrieved Shopify or TalentLMS info (in some cases, you may have to type the info yourself).
Add the necessary user and course details (all optional), and click Continue.
| Note: On the Course Name drop-down list, click Use a Custom Value (Advanced) to pick a value out of those retrieved from the Shopify order. On the new field, click the list symbol and choose the Line Items Name value, which is the Shopify product name. |
10. Click Send Test to TalentLMS to see your new Zap at work.
11. Sign in to your TalentLMS account and check if your user has been added to their purchased course according to the order imported from Shopify. If yes, click Finish.
12. Give your Zap a name (e.g., TalentLMS user added to course via new Shopify order) and click the ON/OFF switch to turn it ON.
Once activated, your Zap checks your Shopify account for new orders every 15 minutes. If any, your Zap adds the respective TalentLMS user to their purchased course.
| Note: If you have two or more products/courses with the same name the Zap assigns the user to all of them. |
Now, let’s change directions and create Zaps that update your Shopify store with data pulled from your TalentLMS portal.
D. Create a new Shopify product from a new TalentLMS course
To have new courses pulled from your TalentLMS portal and added to your Shopify product list automatically, sign in to your Zapier account and follow these steps:
1. On your Zapier dashboard, click Make a Zap!
2. Click TalentLMS.
3. On the Select TalentLMS Trigger list, choose New Course and click Save + Continue.
4. On the Connect TalentLMS + Zapier page, click Test to check your TalentLMS-Zapier connection. If it’s good, click Save + Continue.
5. On the Test TalentLMS page, click Pull in Samples to pull the info of your most recent Shopify order. Click Continue to set up Shopify.
6. On the Almost finished page, click Your Zap currently lacks an Action. Then choose Shopify
7. From the Select Shopify Action list, choose Create Product and click Save + Continue.
8. On the Connect Shopify + Zapier page, click Test to check your Shopify-Zapier connection. If it’s good, click Save + Continue.
9. On the Set up Shopify Product page, click the list or the drop-down symbol on each field and choose the respective values from the retrieved TalentLMS or Shopify info (in some cases you may have to type the info yourself).
Add the required product info (i.e., Title, Type, and Vendor) and any of the optional ones you need (i.e., Product Description, Images, Price, Quantity, etc.).
Click Continue.
| Note: You have to type the product Type and Vendor yourself, so use Course and TalentLMS respectively. |
10. Click Send Test to Shopify to see your new Zap at work.
11. Sign in to your Shopify account and check if your new product has been imported from TalentLMS. If yes, click Finish.
| Note: When you’re done, don’t forget to go to the Shipping section on the Shopify product page and uncheck This is a physical product for your product to be registered as digital. |
12. Give your Zap a name (e.g., New TalentLMS course to new Shopify product) and click the ON/OFF switch to turn it ON.
Once activated, your Zap checks your TalentLMS account for new courses every 15 minutes. If any, your Zap adds them to your Shopify store as new products.
E. Create a new Shopify customer from a new TalentLMS user
To have new users pulled from your TalentLMS portal and registered as new Shopify customers automatically, sign in to your Zapier account and follow these steps:
1. On your Zapier dashboard, click Make a Zap!
2. Click TalentLMS.
3. On the Select TalentLMS Trigger list, choose New User and click Save + Continue.
4. On the Connect TalentLMS + Zapier page, click Test to check your TalentLMS-Zapier connection. If it’s good, click Save + Continue.
5. On the Test TalentLMS page, click Pull in Samples to pull the info of your most recent Shopify order. Click Continue to set up Shopify.
6. On the Almost finished page, click Your Zap currently lacks an Action. Then choose Shopify.
7. From the Select Shopify Action list, choose Create Customer and click Save + Continue.
8. On the Connect Shopify + Zapier page, click Test to check your Shopify-Zapier connection. If it’s good, click Save + Continue.
9. On the Set up Shopify Customer page, click the list or the drop-down symbol on each field and choose the respective values from the retrieved TalentLMS or Shopify info (in some cases you may have to type the info yourself).
Add the required customer info (i.e., First Name, Last Name, and Email Address) and any of the optional ones you need.
Click Continue.
10. Click Send Test to Shopify to see your new Zap at work.
11. Sign in to your Shopify account and check if your new customer has been imported from TalentLMS. If yes, click Finish.
12. Give your Zap a name (e.g., New TalentLMS user to new Shopify customer) and click the ON/OFF switch to turn it ON.
Once activated, your Zap checks your TalentLMS account for new users every 15 minutes. If any, your Zap adds them to your Shopify store as new customers.